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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,109 | $75,541-57.5% | $152,093-78.9% | $82,637-61.1% |
| Participation rate | 30.0% | 66.5%-36.5pp | 77.8%-47.8pp | 68.1%-38.1pp |
| Annual return | 16.07% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $475 | $2,622-81.9% | $4,175-88.6% | $2,552-81.4% |
| Participant deferral / active EE | $1,112 | $3,206-65.3% | $5,451-79.6% | $4,126-73.1% |
| Admin fee / account holder | $32 | $6,405-99.5% | $14,497-99.8% | $7,339-99.6% |